The Team Management page lists everyone at your institution and lets you control what each person can access through roles.
Who: School Admins / Owners · Where: Settings › Team and Organization › Team Management
Managing team members and roles
1. Click Settings at the bottom of the left-hand navigation, then open Team and Organization and the Team Management tab.
2. Each member shows their name, email, phone, and assigned roles. Click Add Team Member to invite someone, or Edit on a row to change their roles.
3. Assign one or more roles to control access — available roles include School Representative, School Admin, School Finance Manager, School Owner, School Servicer, and Communications Admin.
Use the Institution Management tab to view and manage the institutions in your organization.